Top 28 Portfolio analyst Jobs in Tulsa, Ok

Credit Monitoring Analyst II
Busey Bank —Tulsa, OK
- $69,000 - $96,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Quick Apply
CRES Sr Business Analyst
BOK Financial —Tulsa, OK
- 5 years
- Office
- Finance
Commercial Business Analyst
ONEOK —Tulsa, OK
- $74,000 - $110,000 a year
- Full-time
- Office
- SQL
- Analysis skills
10d
Title Analyst
Title Clearing & Escrow —Tulsa, OK
- Remote
- Microsoft Excel
- Customer service
- Research
- Paid holidays
- Disability insurance
Quick Apply
Measurement Analyst I/II - MI, OK, PA or TX
DT Midstream Inc —Tulsa, OK
- Full-time
- Microsoft Word
- Mid-level
- Office
IT Business Systems Analyst III/IV
Williams Companies —Tulsa, OK
- Full-time
- Hybrid work
- Office
- 8 years
- High school diploma or GED
- Paid parental leave
- Health savings account
Mgr Applications Sr
Williams Companies —Tulsa, OK
- Full-time
- Hybrid work
- 7 years
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Sr Application Systems Analyst
Cherokee Nation Entertainment —Catoosa, OK
- Weekends as needed
- Computer Science
- Customer service
- 5 years
- Flexible spending account
- Parental leave
Marine Product Tester
Brunswick Corporation —Tulsa, OK
- Up to $53,300 a year
- Full-time
- English
- High school diploma or GED
- Travel
- Health savings account
- Health insurance
Records Management Analyst
BOK Financial —Tulsa, OK
- Heavy lifting
- Mid-level
- Forklift
4d
Sr Manager, Total Rewards - US Benefits
Helmerich & Payne, Inc. —Tulsa, OK
- Full-time
- 7 years
- HIPAA
- Office
- Health savings account
- Disability insurance
10d
Contract & Gas Management Analyst I - Tulsa, OK
DT Midstream Inc —Tulsa, OK
- Weekends as needed
- Hybrid work
- Customer service
- Office
- Microsoft Office
2d
Senior Analyst, Engineering (Cost and Quality System Integration)
Whirlpool —Tulsa, OK
- Engineering
- English
- 3 years
2d
Data and Analytics AI Engineer
AAON —Tulsa, OK
- Full-time
- Computer science
- Management
- Computer Science
3d
Portfolio Manager
Regent Bank —Tulsa, OK
- Pass drug screening
- Research
- Office
Quick Apply
IT Project Financial Analyst
LinQ Global Group —Tulsa, OK
- Oracle
- Mid-level
- Office
6d
Credit Analyst III
STRIDE BANK NA —Tulsa, OK
- Full-time
- Analysis skills
- Bachelor's degree
- Experience equivalent to degree accepted
Title Analyst
Title Clearing and Escrow —Tulsa, OK
- Microsoft Excel
- Customer service
- Research
- Paid holidays
- Disability insurance
Quick Apply
Technical Analyst IV - Oracle Fusion Cloud
BOK Financial —Tulsa, OK
- Computer Science
- 5 years
- Office
Data Engineer
InTulsa Initiative LLC —Tulsa, OK
- Full-time
- Hybrid work
- Azure
- System design
- Mid-level
- AD&D insurance
- Paid holidays

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Credit Monitoring Analyst II

Busey Bank -
Tulsa, OK

Quick Apply

Job Details

Full-time
$69,000 - $96,000 a year

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Financing agreements
Balance sheet
Bachelor's degree
Productivity software

Full Job Description

Position Summary

The Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial information, testing of financial covenants, and post-closing loan review to ensure alignment between loan approval, documentation, and tracking system.

Duties & Responsibilities

Accurately calculate financial ratios and monitor Borrower’s covenants for compliance as outlined in loan documents.
Effectively communicate all internal communication of the borrower’s performance and trend analysis to the appropriate parties.
Completes post booking reviews on commercial loans to ensure accuracy of loan documents as outlined in the credit approval and ensure internal tracking of covenants are accurately built for internal tracking purposes.
Analyze and assess financial statements and credit history of existing and potential clients.
Provide additional support to Credit Administration as it relates to special projects as assigned.
Comply with all credit administration policies and procedures.
Prepare ad hoc reports as requested.
Provide back-up assistance to other team members at peak volume times, including but not limited to reviewing and analyzing Borrowing Base Certificates and reviewing financial statements for accuracy and advancement of next due date.
Mentorship of less experienced Credit Monitoring Analysts.
Complete Moody’s Credit Modules, as assigned.
Comply with all credit administration policies and procedures.
Maintain the highest level of confidentiality of all information.
Provide extraordinary service while complying with all Bank policies and procedures.
Adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.
Reliable and predictable attendance; both onsite and remote.

Education & Experience

Knowledge of:

Strong oral, written and interpersonal communication skills
Intermediate understanding of credit analysis and financial statements.
Full understanding of balance sheets, income statements and cash flow statements
Full understanding of loan and collateral documents, including attorney prepared documentation
Strong problem solving and analytical skills

Ability to:

Read and comprehends credit write-ups and loan documentation
Prioritize workflow, multi-task and work independently
Perform duties under frequent time pressures with high degree of accuracy and attention to detail

Education and Training:

Requires bachelor’s degree in Finance, accounting or business
Minimum 2 years of experience with credit loan documents and credit monitoring experience in the financial services industry.
Experience in nCino and Jack Henry preferred, but not required
Requires knowledge of Microsoft Office

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $69,000.00 - $96,000.00 /year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Quick Apply

Refine Your Search

portfolio analyst jobs in tulsa, ok

Credit Monitoring Analyst II

CRES Sr Business Analyst

Commercial Business Analyst

Title Analyst

Measurement Analyst I/II - MI, OK, PA or TX

IT Business Systems Analyst III/IV

Mgr Applications Sr

Sr Application Systems Analyst

Marine Product Tester

Records Management Analyst

Sr Manager, Total Rewards - US Benefits

Contract & Gas Management Analyst I - Tulsa, OK

Senior Analyst, Engineering (Cost and Quality System Integration)

Data and Analytics AI Engineer

Portfolio Manager

IT Project Financial Analyst

Credit Analyst III

Title Analyst

Technical Analyst IV - Oracle Fusion Cloud

Data Engineer

I want to receive the latest job alert for portfolio analyst in tulsa, ok

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